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Feb 11, 2013
02/13
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we're lagging everyone, china and germany. and you up to keep it away from the congressional lock jams. even if we were leading the rest of the world you'd still want to have something foreign purely for the sake of international d diversification. and you need that because of the partisanship that's so nasty. you don't have to bet on anything exotic look a chine chinese -- like a chinese company, am though those countries are where the growth is. buy canadian stock. their financials look like ours. canada is healthy. one that handled the financial crisis and the recession than we did here in the u.s. you can think of etfs. the ewj in japan, the eww in brazil. those are etfs that act as proxies for the continents overseas. you can no longer just phone home. you have to go around the world for 20% of your holdings. please do this. you just can no longer trust washington to do the right thing when it comes to your savings or investments. in fact, you can trust them to do the wrong thing. which is why i insist that you have an in
we're lagging everyone, china and germany. and you up to keep it away from the congressional lock jams. even if we were leading the rest of the world you'd still want to have something foreign purely for the sake of international d diversification. and you need that because of the partisanship that's so nasty. you don't have to bet on anything exotic look a chine chinese -- like a chinese company, am though those countries are where the growth is. buy canadian stock. their financials look like...
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Feb 16, 2013
02/13
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industrials when the global economy started slowing down because of europe and fast growing economies like china slammed on the brakes with higher interest rates. you got obliterated. how about in if you owned too many banks right before the financial crisis hit? i know a lot of people who did, by the way, because they had such good yields. too many tech stocks going into the dot-com bust. that's where the ruination occurred, something that soured an entire generation of people on investing. spread your money across stocks in unrelated sectors so when something happens that makes one of them go down hard the rest remain relatively unscathed. sometimes they can even go high per that's your basic diversification. and it is mandatory in cramerica. but you know what? if you're going to be prepared for anything it's not enough to make sure your stocks don't overlap. you need a portfolio that works in all kinds of markets. tonight i want to explain and refine what i like to call the new diversification. how to protect your wealth and ensure you own something that works in an increasingly chaotic, diff
industrials when the global economy started slowing down because of europe and fast growing economies like china slammed on the brakes with higher interest rates. you got obliterated. how about in if you owned too many banks right before the financial crisis hit? i know a lot of people who did, by the way, because they had such good yields. too many tech stocks going into the dot-com bust. that's where the ruination occurred, something that soured an entire generation of people on investing....
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Feb 9, 2013
02/13
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can china become gm's largest market? interesting question, right? can europe stop them in their tracks like it has? will the government soon be out of the stock? we got to get some caller on the stock because some people say this is incredibly cheap stock and others say it's played out. we get results from jarden, too. we've been extremely skeptical but let's say he keeps taking over yard after yard of the aisles in target with his indispensable gadgets. i go nowhere without my jimmy buffet margarita mix. i bet he delivers well. pepsico as well, has performed extremely well. i would use any weakness to roll into the stock. then there's waste management. lots of talk about how the company could do a real estate trust investment diversion. i expect we'll learn if they're going into the reit structure when they report. i'm listening also for hints of a bigger dividend. waste management is revered in the industry because of their use of natural gas trucks -- natural gas as a surface fuel. friday morning we hear from enbridge. when we hear about gasoline
can china become gm's largest market? interesting question, right? can europe stop them in their tracks like it has? will the government soon be out of the stock? we got to get some caller on the stock because some people say this is incredibly cheap stock and others say it's played out. we get results from jarden, too. we've been extremely skeptical but let's say he keeps taking over yard after yard of the aisles in target with his indispensable gadgets. i go nowhere without my jimmy buffet...
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Feb 7, 2013
02/13
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they have a proper plan and are able to extract money out of china and the ali baba situation, a very rare situation. i think they are on the right path. google, at 6.98, not too long ago. 6.98, a substantial move. too much too fast. >> i think google is throwing a bone to one of its former employees, employee number 20. that's great it's a feel-good story but at the end of the day they are the 800-pound gorilla. what am i supposed to do, ask jeeves now? >> i think you've got to buy google on a pullback, but yahoo! rk they will get back to that price nearly ten years ago. frustrating owning this stock, but i think yahoo! has the upside momentum here, not google. simple as that. >> what's the catalyst for yahoo! though? >> i don't think there is a catalyst. >> yeah. >> it's continued revenue. continued revenue streams, maria. they will continue to explore and like i said artificial intelligence. don't bet against marisa. >> a sharp cat. >> a compliment. >> dow holding steady, down 50 points. was down 134. definitely has come back. we'll see if we can make more progress as we head towar
they have a proper plan and are able to extract money out of china and the ali baba situation, a very rare situation. i think they are on the right path. google, at 6.98, not too long ago. 6.98, a substantial move. too much too fast. >> i think google is throwing a bone to one of its former employees, employee number 20. that's great it's a feel-good story but at the end of the day they are the 800-pound gorilla. what am i supposed to do, ask jeeves now? >> i think you've got to buy...
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Feb 7, 2013
02/13
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be careful. ishares is china. we'll have to get rid of mastercard because my charitable trust owns a big position in goldman sachs, i think that goes higher. and what we will add is a diversified industrial and i'm picking timken. tkr, the steel company that we visited in ohio not that long ago. all right. let's go to ian in california. ian? >> caller: hey, jim, criminal minds booyah to you. how are ya? >> i totally agree with you boo-yah right back. >> caller: are you ready for the portfolio? >> yes. >> caller: okay. "v," visa, aapl, apple, gld, gold, fb, facebook, pm phillip morris. jim, am i diversified? >> okay. phillip morris, the international version of marlboro, facebook at 28, 29, that's a good stock. let's call it an internet social media play. the gold -- you know, there's the gold standard, it's gold. visa is a financial that's known really as a paper to plastic play and apple's tech. we've got tech, tobacco, we have social media, we have gold, and we have a financial. bingo. ♪ hallelujah >> no chang
be careful. ishares is china. we'll have to get rid of mastercard because my charitable trust owns a big position in goldman sachs, i think that goes higher. and what we will add is a diversified industrial and i'm picking timken. tkr, the steel company that we visited in ohio not that long ago. all right. let's go to ian in california. ian? >> caller: hey, jim, criminal minds booyah to you. how are ya? >> i totally agree with you boo-yah right back. >> caller: are you ready...
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Feb 5, 2013
02/13
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you use this term, better tone, when it came to china. what is better tone, in terms of where we could be six months from now. >> look back to the spring of 2011. we saw the construction equipment market drop by 50%. since then, we have not seen good demand in china that is a market we sell a lot of electrical equipment. january, positive orders, one month does not make a trend. it is hard to start a trend without a month. what we are encouraged about in january, this is a weaker time period, posta chinese new year, that is when you see the economy pick up. we are starting to see a heart beat, one of the markets for the last couple of years. >> you talk about a new way to view the company. you have fast growing products and systems, you have a vehicle suggest. analysts did start that you may spin out truck and auto? is that an idea or something that makes it easier to understand eaton? >> really aiming at helping it to be easier to understand eaton. we would be using different segments the electrical and cooper products, one called electr
you use this term, better tone, when it came to china. what is better tone, in terms of where we could be six months from now. >> look back to the spring of 2011. we saw the construction equipment market drop by 50%. since then, we have not seen good demand in china that is a market we sell a lot of electrical equipment. january, positive orders, one month does not make a trend. it is hard to start a trend without a month. what we are encouraged about in january, this is a weaker time...
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Feb 22, 2013
02/13
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the smes will probably disappoint for china. the ossi trade may not work out so good. >> i'm with you for the oscars. >> he has a heck of a weekend. i'm going to go with the euro swiss on the british down grade. >> amelia? >> i'm with todd. i like short. the kiwi can't keep a good trade down. >> kathy? i would beware of big bend. if he depends q.e. vigorously, it could kill the dollar rally. >> that's it for us. we'll see you back here next friday at 5:30 eastern only on cnbc. have a great weekend! to my world. >> you need to get in the game. >> firms are going to go out of business, and he's nuts! they're nuts! they know nothing! >> i always like to say there's a bull market somewhere. >> "mad money." you can't afford to miss it. >> hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. just trying to save you a little money. my job is not just to entertain you but to educate you so call me, 1-800-743-cnbc. after today's beautiful rally the dow gaining 120 points, the s&p climbing .88%
the smes will probably disappoint for china. the ossi trade may not work out so good. >> i'm with you for the oscars. >> he has a heck of a weekend. i'm going to go with the euro swiss on the british down grade. >> amelia? >> i'm with todd. i like short. the kiwi can't keep a good trade down. >> kathy? i would beware of big bend. if he depends q.e. vigorously, it could kill the dollar rally. >> that's it for us. we'll see you back here next friday at 5:30...
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Feb 5, 2013
02/13
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that china had another up day and china in, after having a bad year last year, has had a fantastic run since november. i think we're up 20% of the floor and it looks to me as though the chinese market is developing serious positive momentum. and, of course, japan is on its own mission, as well. so i don't think they necessarily depend on what's going on in the u.s. market where things could be a bit choppy for a while. >> okay. well, jim, as always, we appreciate your time and we look forward to talking to you again soon. again, jim o'neill. >> good day. have a good day. >>> coming up, the u.s. government filing civil charges against the s&p. it's all tied to bond ratings and the financial crisis. jacob frankel is going to tell us what to think about this since the break. what's the one thing that surprises you about this story? >> the department of justice is the lead agent filing this lawsuit and not the s.e.c. ♪ [ male announcer ] how could a luminous protein in jellyfish, impact life expectancy in the u.s., real estate in hong kong, and the optics industry in germany? at t. rowe
that china had another up day and china in, after having a bad year last year, has had a fantastic run since november. i think we're up 20% of the floor and it looks to me as though the chinese market is developing serious positive momentum. and, of course, japan is on its own mission, as well. so i don't think they necessarily depend on what's going on in the u.s. market where things could be a bit choppy for a while. >> okay. well, jim, as always, we appreciate your time and we look...
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Feb 4, 2013
02/13
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owning these stocks is like a great wall of china. you want to be in them when the great wall is crumbling. it's got to be a worry that i have seen downgrades of stocks like yum because it's got a huge chinese business through kfc and coach which has been expanding aggressively in china because of worries of a chinese slowdown. similarly, owning a steel company without paying attention to what the chinese are dumping on our markets is taking your financial life into your own hands. how do you find out all these issues, companies as diverse as corning, 3m, ppg. you're not going to see it in the release. it's all in the pestering by the analysts. so it's pretty simple. listen to the call and don't hang up until you have heard the last questioners so you can tell how worried the analysts are about the markets that didn't move the needle a few years ago. one final piece of the earnings puzzle which is incredible. this is the earnings seasons that you have to weather something that i've never talked about before. okay. and we've got to do
owning these stocks is like a great wall of china. you want to be in them when the great wall is crumbling. it's got to be a worry that i have seen downgrades of stocks like yum because it's got a huge chinese business through kfc and coach which has been expanding aggressively in china because of worries of a chinese slowdown. similarly, owning a steel company without paying attention to what the chinese are dumping on our markets is taking your financial life into your own hands. how do you...
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Feb 4, 2013
02/13
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i just returned from china about 2 1/2 months ago. that's the economy we live in today. if i go back five decades ago we competed regionally and nationally. today we compete nationally and internationally. it is a global market. so, i think most governors understand that. >> governor, no question it seems like it makes sense to have this discussion about eliminating the loopholes that are there now, trying to simplify the tax code but we did just have someone write in on twitter who lives in washington state who says be ready for 9% sales tax like we have in washington and it goes up every year because that is a place where they've eliminated the income tax. what's your response? how do you make sure that doesn't happen? >> we believe in this very nominal financial concept that washington, d.c.'s never heard of, and some states. we don't spend money we don't have. and so we stay out of that trouble. we've always balanced our budget. we're not going to get into the same predicament as others. we've had a strong cash reserve, we'll maintain that. for when we face those tou
i just returned from china about 2 1/2 months ago. that's the economy we live in today. if i go back five decades ago we competed regionally and nationally. today we compete nationally and internationally. it is a global market. so, i think most governors understand that. >> governor, no question it seems like it makes sense to have this discussion about eliminating the loopholes that are there now, trying to simplify the tax code but we did just have someone write in on twitter who lives...
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Feb 4, 2013
02/13
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a lot of concerns about hormones in products, the china market. stocks down 12% from the highs set back in november. we'll get one last round here. >> it is winding down. but there are quite a few notables. yum will be one of them. particularly when it comes as to how it's viewed in the china play. in general, on top of the hormone concerns that are out there. >> where do we pivot after earnings season as we get to the end here? do investors start to look yet again to where we are in terms of fiscal matters? i would have to believe that's, in having conversations, that's where we're going to. >> sequestration. >> correct. right. didn't want to mention dell. before we get to bob pisani, dell shares down almost 1% this morning. may have seen a number of reports. not much for me to add other than what i told you on friday which is the two sides continue to negotiate, continue to close in on a deal that my sources tell me will be announced, or is expected to be announce bd early this week. we said that on friday. early is not just monday, it doesn't c
a lot of concerns about hormones in products, the china market. stocks down 12% from the highs set back in november. we'll get one last round here. >> it is winding down. but there are quite a few notables. yum will be one of them. particularly when it comes as to how it's viewed in the china play. in general, on top of the hormone concerns that are out there. >> where do we pivot after earnings season as we get to the end here? do investors start to look yet again to where we are...
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Feb 5, 2013
02/13
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the street was aware that this china issue was much big never their press relief. the problem with this is that it's probably cheap, but it gets cheaper. we really don't know for how long longer these negative headlines overseas. i would hesitate to buy this before it tests 60, 59, somewhere in that area. >> the yum story, we didn't expect it, it wwe thought the cs were going to lift quickly, but certainly not any faster than we anticipa anticipated. >> you're not willing to be a beier of this? attend of the stay, this comes down to a bad publicity story. >> there's increased competition in china, there's the law of average numbers, they have opened so many stores there for so long. you cannot continue to get growth from one place forever. there's more than the contamination issue, there's not a human being on earth that dwunlt understand they're growing in china. and the other chains are not just sitting there and watching this unfold. >> if they're the market leader there, they're the market leader there. >> the competitors haven't signed an agreement saying a la
the street was aware that this china issue was much big never their press relief. the problem with this is that it's probably cheap, but it gets cheaper. we really don't know for how long longer these negative headlines overseas. i would hesitate to buy this before it tests 60, 59, somewhere in that area. >> the yum story, we didn't expect it, it wwe thought the cs were going to lift quickly, but certainly not any faster than we anticipa anticipated. >> you're not willing to be a...
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Feb 5, 2013
02/13
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>> it's not. >> what's the problem with china, david? >> i think if you look at the companies that are supplying to china, commodity prices, again, yum's earnings just very recently, the growth rate is 5% to 6%, not the 8% to 9%, so relative to consensus i think china is a bit slower than what wall street is expecting today when you look at the pipeline of companies that are supplying to china. that doesn't deter the economic outlook globally or for the stock market in the u.s. but it's a bit of yellow flag out there to investor and look what happens to their stock returns, mediocre compared to domestic returns here. >> what's the most damaging implication for the u.s., companies deriving revenue to a significant amount like yum brands is because of the slow down due to the china slow down? >> i think moderation, and the good news here in the u.s. and midwest, a rebirth in manufacturing. i think bodes well for the u.s. and bodes well for many stocks in those industries. >> how, do you -- go ahead. >> a poultry specific issue for china. t
>> it's not. >> what's the problem with china, david? >> i think if you look at the companies that are supplying to china, commodity prices, again, yum's earnings just very recently, the growth rate is 5% to 6%, not the 8% to 9%, so relative to consensus i think china is a bit slower than what wall street is expecting today when you look at the pipeline of companies that are supplying to china. that doesn't deter the economic outlook globally or for the stock market in the...
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Feb 22, 2013
02/13
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china is flat. now check this stat out. this is amazing. people talk about central banks buying it, right? last eight quarters, central banks have been buying. guess what? they're in a losing position. if you take the central banks trade, you're out of your mind. and gordon brown sold what, 390 metric tons of gold at $252 bucks. so bottom line is that, to me, yeah, we're still going low. >> all right. yeah. i would basically take the other side of everything gordon brown did. >> i don't know how he ever -- >> wouldn't you? >> he was like -- i don't know where -- you know. he's like a poster child for bad decisions. i know -- >> he came back, it's amazing. >> i guess he won't be, you're trying to get him on the show, right? why you would -- it's like booking jimmy carter to talk about how to fix the country right now. we don't need -- anyway. boris. >> yes? >> my man. >> by the way -- top are calling that drop in gold, called it a couple weeks ago. >> that's what i was saying. as far as you go, currency, whatever you buy gold it's always den
china is flat. now check this stat out. this is amazing. people talk about central banks buying it, right? last eight quarters, central banks have been buying. guess what? they're in a losing position. if you take the central banks trade, you're out of your mind. and gordon brown sold what, 390 metric tons of gold at $252 bucks. so bottom line is that, to me, yeah, we're still going low. >> all right. yeah. i would basically take the other side of everything gordon brown did. >> i...
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Feb 21, 2013
02/13
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and it did over $3 million in china for three days. so we had different films playing in japan and all over the world. and it aggregated that story. >> what's your margin on a high profile film like a "die hard" versus a lower profile film? >> it's hard to talk about margin unless you talk about box office because there's a fixed cost of converting the films into imax. once you pay that fixed cost it just depends on how big the box office is. but you know, for example the one in china, that margin will be quite good because the box office already up to $7 million in a week. >> right. the chatter on all the message boards is whether "star trek" is going to be imax. >> you may mean "star wars." >> i'm sorry, early in the morning, too. i apologize. >> because "star trek" is being shot in imax. all the exterior scenes, j.j. abrams is using imax cameras for. the reason for the chatter is j.j. is also directing "star wars." so a lot of the fans are hoping that's the case. i mean the problem is the script hasn't been written yet. i think j.j.
and it did over $3 million in china for three days. so we had different films playing in japan and all over the world. and it aggregated that story. >> what's your margin on a high profile film like a "die hard" versus a lower profile film? >> it's hard to talk about margin unless you talk about box office because there's a fixed cost of converting the films into imax. once you pay that fixed cost it just depends on how big the box office is. but you know, for example the...
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Feb 6, 2013
02/13
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is what he is looking in sales for in china as well as men. he thinks the sales to men go up about 60%. if we break through 50, down to 49, i'm a buyer. >> look where we are. >> we did get down and i bought a very small position so far. >> one share? >> we traded down a couple thousand shares. but it traded down to 4824 or something like that. i didn't buy anywhere near that bottom. but with it trading right here, i am along the stock and i do like the way it held in here. we had that big wash out when weiss and i were talking about it. steven generously allowed me some air time. >> something you disputed over there. >> no wab that was after the drop. when it dropped down to 50. i say you wait until it breaks 50 to buy it. now that it has, i have. >> okay. when you the viewers ask, we deliver with trade on stocks lighting up my twitter feed lately. >> weiss, what do you do with the name? >> i like freeport. it has come back quickly since the changing acquisition. however i still think that used to be the proxy for copper and i would much rathe
is what he is looking in sales for in china as well as men. he thinks the sales to men go up about 60%. if we break through 50, down to 49, i'm a buyer. >> look where we are. >> we did get down and i bought a very small position so far. >> one share? >> we traded down a couple thousand shares. but it traded down to 4824 or something like that. i didn't buy anywhere near that bottom. but with it trading right here, i am along the stock and i do like the way it held in...
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Feb 12, 2013
02/13
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and that is clearly happening in china today. on the other hand, apple has to keep ahead through innovation. and i thought that cook made a pretty impassioned argument for innovation not being dead. he said our north star is a great product, you know, 25% of apple employees are still working on new products. so, you don't get the sense they're out of ideas, but that's what investors want to see is true innovation. and that only occurs every couple of years. >> steve, thank you for your time. as we head to break, take another look at shares of comcast and general electric. both still trading higher on news that comcast will purchase ge's remaining stake in nbc universal. almost a $17 billion deal. meantime, first move tomorrow when we come right back. stay tuned. in america today we're running out of a vital resource we need to compete on the global stage. what we need are people prepared for the careers of our new economy. by 2025 we could have 20 million jobs without enough college graduates to fill them. that's why at devry uni
and that is clearly happening in china today. on the other hand, apple has to keep ahead through innovation. and i thought that cook made a pretty impassioned argument for innovation not being dead. he said our north star is a great product, you know, 25% of apple employees are still working on new products. so, you don't get the sense they're out of ideas, but that's what investors want to see is true innovation. and that only occurs every couple of years. >> steve, thank you for your...
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Feb 7, 2013
02/13
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china is picking up. latsen america was the strongest growth region, slowed down last year because of argentina. we haven't talked about africa which is another place where global capital flows are coming in in ways we have never seen before. >> let's talk about china for a moment. we see china as having a big year in 2013. a lot of people had penalized your stock, tank it down to the -- well at that point into the 50s because they felt you were overexpanding in china. you're probably as a percentage of what people are putting their capital in the highest of any of the companies i follow in terms of commitment to china? >> well, we're long term bullish on china. today, we have more hotel rooms in china than we do in europe. we have a third of our corporate growth coming from new hotels in china. by the way, these are great hotels. they're great management contracts and nobody wants our capital there. this is all cashless growth, with local money being invested. >> now, there's also a perception both with
china is picking up. latsen america was the strongest growth region, slowed down last year because of argentina. we haven't talked about africa which is another place where global capital flows are coming in in ways we have never seen before. >> let's talk about china for a moment. we see china as having a big year in 2013. a lot of people had penalized your stock, tank it down to the -- well at that point into the 50s because they felt you were overexpanding in china. you're probably as...
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Feb 11, 2013
02/13
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china anniversary up 43% the end of 2011. up only 33% and if they fix that, as simon said, that will be interesting. the other is margins, one-time product cost that goes away. that should help and see what they do in terms of input costs and cost cuttings. if they can get the margins right, investors will bring the stock higher. >> anything to put in? >> all the 10-ks and qs is in the stock. let's focus on price. it closes above 55 with a decent volume, look at a monthly charge. there's something major that could happen above that level. there are no sellers there. let me tell you fundamentally speaking. whatever you think they've already done in china is a joke compared to the opportunity. one is the counterfeit michael jordan brands and nike hasn't bothered to pursue their rights. they're about to launch in asia across every level. i don't think we want to quibble. something larger is happening with nike, global setup. i think simon nailed it. >> our good friend, carl icahn in the fight of the century, on this show last mo
china anniversary up 43% the end of 2011. up only 33% and if they fix that, as simon said, that will be interesting. the other is margins, one-time product cost that goes away. that should help and see what they do in terms of input costs and cost cuttings. if they can get the margins right, investors will bring the stock higher. >> anything to put in? >> all the 10-ks and qs is in the stock. let's focus on price. it closes above 55 with a decent volume, look at a monthly charge....
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Feb 21, 2013
02/13
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and we see a lot of oil going from at least china to west africa to china. and that more than outweighs the reduced import into the united states. >> okay. at what point -- >> i had the positive outlook now. >> okay. at the same time, you had to cut the dividend, the stock has not done well, the group has not done well. your stock is part of a group. at what point -- you've got some numbers in your release about how maybe there's not going to be as many ships being made, but at what point do you have to say, look, our business is going to be bad for the duration, it's not coming together. >> it is coming together now. i have personally invested many, many millions in the company. >> oh. >> and recently, and that shows that i -- i put the money where the mouth is, you know. >> you had to cut the dividend. >> yes, but that is a kind of allocation in the direction of new buildings. >> okay. >> we wish to expand and instead of giving the money back to shareholders, we will buy new ships and increase capacity. >> but you have been buying ships all the way down. >
and we see a lot of oil going from at least china to west africa to china. and that more than outweighs the reduced import into the united states. >> okay. at what point -- >> i had the positive outlook now. >> okay. at the same time, you had to cut the dividend, the stock has not done well, the group has not done well. your stock is part of a group. at what point -- you've got some numbers in your release about how maybe there's not going to be as many ships being made, but...
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Feb 19, 2013
02/13
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MSNBC
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brian does some amazing undercorps work in china. you know, when you go to buy ivory, they say that it's old. if you really press them, when was this -- how did this ivory come to be in the shop. they say it's old, before the ban. there's no way to prove that. they are being lied to. i don't totally blame them. i don't know that they know the truth, and that's why we need to talk about it. that's why we need to show them what is happening, and make them realize, okay, that does cost something, and that costs elephants living in the wild. like, it's a huge price to pay that none of our children will live in a world where elephants live in the wild. >> is this conversation happening in china? it's clearly happening here. >> trying. >> i feel like i've read reed about it and watched bhaets going on. >> trying. >> how much of this had is taking hold there? >> it's not easy. >> you're right. i mean, it's very -- ngo's, the nongovernment organizations, the world wildlife funds, those kind of things we think of second nature here, don't exi
brian does some amazing undercorps work in china. you know, when you go to buy ivory, they say that it's old. if you really press them, when was this -- how did this ivory come to be in the shop. they say it's old, before the ban. there's no way to prove that. they are being lied to. i don't totally blame them. i don't know that they know the truth, and that's why we need to talk about it. that's why we need to show them what is happening, and make them realize, okay, that does cost something,...
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Feb 4, 2013
02/13
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CNBC
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in china things that used to be the market over there that was 30 times earned, they're now ten. we're the same way. ibm, google, go on. the list is incredible. >> what about apple? that's a private joke. let me go to rick santelli. while i was gone last week you hit 2% on that ten year. is that the ceiling or could we go higher from here, do you think? >> the conventional wisdom is that treasuries are toast and they're going to be selling off pushing yields higher. the fact of the matter is fives, tens, thirties net change on the year is 12 basis points for fives. 23 basis points for 30s. and since we're still close to historic low yields, the moves are large. if you take them out of that contest text it's not that big. i will consider this. if you look at the japanese stock market, it's up about 8%. but their currency's lost 6% against the greenback. if you didn't neutralize your exchange, you're only up a few percent. it pops out in other places. >> you got to hedge the yen out of the expert story in japan for sure. dani, same question for you. how do you want to allocate capi
in china things that used to be the market over there that was 30 times earned, they're now ten. we're the same way. ibm, google, go on. the list is incredible. >> what about apple? that's a private joke. let me go to rick santelli. while i was gone last week you hit 2% on that ten year. is that the ceiling or could we go higher from here, do you think? >> the conventional wisdom is that treasuries are toast and they're going to be selling off pushing yields higher. the fact of the...
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356
Feb 9, 2013
02/13
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KNTV
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he can talk to china, mongolia and all the koreas and he eats velveeta shells and cheese. so who are you calling amateur? liquid gold. eat like that guy you know. that's all i know.onal. prior to joining h&r block... i was a cfo for 25 years. we know and we understand... tax laws, tax theories. this is my dream job. this is my favorite thing in the world to do. i've done 25,000 tax returns. you might say i've had some experience. i will back you up. bring it on. ♪ [ cheers and applause ] >>> thank you for coming, gentlemen. let's get started. five years ago this sunday, this foundation gave the albuquerque medical research center a grant of $18 million. today, we're happy to have the center's founders and co-directors, dr. anthony tinsley and dr. jonathan wexler, here to tell us what they've accomplished with that grant. doctors. [ cheers and applause ] >> jimmy: thank you, dr. lang. and thanks to all of you for your foundation's generous support. without you, the work being done in albuquerque would surely not be possible. over the last five years, our team has had one
he can talk to china, mongolia and all the koreas and he eats velveeta shells and cheese. so who are you calling amateur? liquid gold. eat like that guy you know. that's all i know.onal. prior to joining h&r block... i was a cfo for 25 years. we know and we understand... tax laws, tax theories. this is my dream job. this is my favorite thing in the world to do. i've done 25,000 tax returns. you might say i've had some experience. i will back you up. bring it on. ♪ [ cheers and applause ]...
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Feb 16, 2013
02/13
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CNNW
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second of all, he's positioned to pull a nixon in china. just as only a committed anti-communist like nixon could go to china, someone like president obama could appeal to his base and still get tough entitlement cuts through as part of a grand bargain. this is a moment of rare opportunity but it takes presidential leadership and there's been lacking. >> one approach that republicans have put forward is the idea of a balanced budget amendment. >> the real cause of our debt is that our government has been spending $1 trillion more than it takes in every year. that's why we need a balanced budget amendment. >> republicans, margaret, are not blameless in this, bush era tax cuts, wars in afghanistan and iraq are major drivers. the spending cuts that a balanced budget amendment would require could cripple the economy. austerity hasn't worked in europe. why does marco rubio think it would work in america? >> look, what you have to keep in mind is when marco rubio said that. he said that in his response to the president's state of the union right
second of all, he's positioned to pull a nixon in china. just as only a committed anti-communist like nixon could go to china, someone like president obama could appeal to his base and still get tough entitlement cuts through as part of a grand bargain. this is a moment of rare opportunity but it takes presidential leadership and there's been lacking. >> one approach that republicans have put forward is the idea of a balanced budget amendment. >> the real cause of our debt is that...
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210
Feb 13, 2013
02/13
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CNBC
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with us for the state of the union here on c th nbc. [ male announcer ] how can power consumption in china, impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. with investment information, risks, fees and expenses and you wouldn't have it any other way.e. but your erectile dysfunction - you know, that could be a question of blood flow. cialis tadalafil for daily use helps you be ready anytime the moment's right. you can be more confident in your ability to be ready. and the same cialis is the only daily ed tablet approved to treat ed and symptoms of bph, like needing to go frequently or urgently. tell your doctor about all your medical conditions and medications, and ask if your heart is
with us for the state of the union here on c th nbc. [ male announcer ] how can power consumption in china, impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information,...
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Feb 6, 2013
02/13
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CNBC
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and china. add to that, tight supplies. keep your eye on the auto sector and we will see perhaps an even greater one in platinum in weeks to come. >> sharon, thank you. on deck, stock, one investor loves. bank, booming, and you probably never heard of it. >> and $9 for a loaf of bread and $15 for a pack of smokes? we will take you to the world's most expensive cities. don't forget to tweet us what you think. and time geithner titles his new book. how do traders using technical analysis streamline their process? at fidelity, we do it by merging two tools into one. combining your customized charts with leading-edge analysis tools from recognia so you can quickly spot key trends and possible entry and exit points. we like this idea so much that we've applied for a patent. i'm colin beck of fidelity investments. our integrated technical analysis is one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. i've got a nice long life ahead. big plans. so when i found out
and china. add to that, tight supplies. keep your eye on the auto sector and we will see perhaps an even greater one in platinum in weeks to come. >> sharon, thank you. on deck, stock, one investor loves. bank, booming, and you probably never heard of it. >> and $9 for a loaf of bread and $15 for a pack of smokes? we will take you to the world's most expensive cities. don't forget to tweet us what you think. and time geithner titles his new book. how do traders using technical...
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144
Feb 11, 2013
02/13
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CNBC
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apple outsources thousands of jobs to china. it is also right now the main facility, the fox con facility as i'm sure you're aware has major human rights questions about how the workers are treated. that's where i was going with that, gene. it was interesting that apple's ceo tim cook was chosen given the thousands of jobs outsourced to china. >> well, you know, we have all sorts of people. we sometimes have republican members in our box. we have ceos in our box. it doesn't mean we agree with every single thing they believe in or everything they company does. but they did make an announcement recently that they will create maps in the united states. and we want to give encourage to any company whenever possible to manufacture in thenitis. we think the economics work more in the favor of bringing jobs back. >> but that's not what they're doing. >> and we want to encourage that. >> it's just a start, but we'd like to start to become a trend for apple and other companies. that will be something the president, you know, has addresse
apple outsources thousands of jobs to china. it is also right now the main facility, the fox con facility as i'm sure you're aware has major human rights questions about how the workers are treated. that's where i was going with that, gene. it was interesting that apple's ceo tim cook was chosen given the thousands of jobs outsourced to china. >> well, you know, we have all sorts of people. we sometimes have republican members in our box. we have ceos in our box. it doesn't mean we agree...
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143
Feb 8, 2013
02/13
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CNBC
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why are emerging markets like china weakening and germany, spain, falling, and why is junk debt showing real cracks here? there is this intermarket deterioration which i've been stressing in many of my writings which suggests that the conditions, just like a storm today, do not favor risk assets in the here and now and that we could see the beginning stages of another deflation pulse in risk assets. >> but about the answer to all of that, isn't the answer to all of that the federal reserve. why would rates move higher substantially when we already know the federal reserve will keep rates in check at rock bottom levels until 2013. >> the fed is keeping interest rates on the treasury side low which junk debt which the fed is not controlling is showing signs of hesitation. looks like there's a credit spread widening starting. whether that metastasizes into something more serious we'll find out, but the point is the conditions are not favorable right now for risk assets. >> david, do you want to put money in these markets? >> just raised our price target to the s&p for 1500 for the next 12
why are emerging markets like china weakening and germany, spain, falling, and why is junk debt showing real cracks here? there is this intermarket deterioration which i've been stressing in many of my writings which suggests that the conditions, just like a storm today, do not favor risk assets in the here and now and that we could see the beginning stages of another deflation pulse in risk assets. >> but about the answer to all of that, isn't the answer to all of that the federal...
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Feb 12, 2013
02/13
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KGO
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>> jimmy: in china. yeah. but we're not there yet. we'll get there eventually. one of the things you said on the video was you wanted to get a wet suit and a mini-mouse surf board, right? >> and a box full of puppies and they can prophesize the ravens are going to win and they can prove the ravens can prophesize and that is why there are two ravens in the tower of london. >> jimmy: that goes without saying. i don't know if you are going to give this away immediately. but we have something for you. there he goes. the mini-mouse surf board and the wet suit. do with it as you will. if you choose to give it away, then so be it. are you all right, kai? all right. kai, the hitchhiker, everybody. thanks, kai. thanks for not killing me with a hatchet. on the show tonight, carl reiner is here. we'll be right back with mindy kaling. ♪ [ male announcer ] whether it's mom's smartphone... dad's tablet... lauren's smartphone... or kevin's smartphone... at&t mobile share makes it affordable for the whole family to share data on all their devices. and when you connect a table
>> jimmy: in china. yeah. but we're not there yet. we'll get there eventually. one of the things you said on the video was you wanted to get a wet suit and a mini-mouse surf board, right? >> and a box full of puppies and they can prophesize the ravens are going to win and they can prove the ravens can prophesize and that is why there are two ravens in the tower of london. >> jimmy: that goes without saying. i don't know if you are going to give this away immediately. but we...
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95
Feb 12, 2013
02/13
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CNBC
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flew in china from china. eight to a place, important, dom perignon, whole thing. >> here to discuss the chinese impact on the economy but first breaking news. julia borsten with breaking news. >> that's right, michelle. intel is announcing its new vision called intel media and a new tv service. that's right. intel will be delivering over the top tv. that means they will be offering live television, tv without going through a cable provider. intel isn't disclosingets partners. looks like it won't be introduced until the send half of the year. intel is confirming basically reports over the last number of months that intel is investing in this future of tv, this cableless over the top tv business. one thing i want to opponent out here that's particularly interesting, intel media is stressing what they are calling a true catch up service. you don't have to record it. if you miss anything, everything is going to be there and available to watch within seven days over 650 devices. intel says you'll be able to watch
flew in china from china. eight to a place, important, dom perignon, whole thing. >> here to discuss the chinese impact on the economy but first breaking news. julia borsten with breaking news. >> that's right, michelle. intel is announcing its new vision called intel media and a new tv service. that's right. intel will be delivering over the top tv. that means they will be offering live television, tv without going through a cable provider. intel isn't disclosingets partners. looks...
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40
Feb 11, 2013
02/13
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CNBC
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eye 40
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but the per capita income china, 2,000 versus $50,000 in the u.s., so, the affordability just isn't what it is in the u.s. coupled on the fact that carrier subdies are much lower typically abroad, as well. so, we think apple needs to bring in a half price phone, a $300 wholesale phone for the international markets and if they can do it and it's an be interesting form factor, that could accelerate earnings. until then, it's going to be difficult for them. >> brian, can we say good-bye for good to the days where apple was, in fact, a growth stock and had the high rates of growth? is that completely a thing of the past, now that it's sharing its shareholder base? this doesn't sound like the apple of the days of yore, so, maybe $700, we won't see that for a long time? >> it brings a tear to my eye to say so, but i think that's correct, yeah. ultimately, you know, always the first question, or, if you go back to a marketing meeting with an investor a year or two ago, first question, apple. it's typically about, what's the product look like, what's going on? apple has underperformed the s&p 50
but the per capita income china, 2,000 versus $50,000 in the u.s., so, the affordability just isn't what it is in the u.s. coupled on the fact that carrier subdies are much lower typically abroad, as well. so, we think apple needs to bring in a half price phone, a $300 wholesale phone for the international markets and if they can do it and it's an be interesting form factor, that could accelerate earnings. until then, it's going to be difficult for them. >> brian, can we say good-bye for...
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98
Feb 3, 2013
02/13
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WUSA
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ew has quietly become a priority as pentagon leaders prepare for future conflict and russia, china, and other nation states improve their ew capabilities. u.s. forces depend on vast networks for intelligence, strikes, navigation and logistics, and leaders realize that any smart enemy will attack these systems in any conflict to handicap american forces. among the changes to bert protect forces has been to merge cyber and ew operations which are intimately intertwined. joining us are the four men who head the ew efforts for their respective services. colonel jim ekvall, chief of war far division. captain greg smith, director of the navy's threet electronic warfare, colonel jim "hook" pryor, chief of air force electronic warfare, and lieutenant colonel jason "dizzy" schuette, head of the warfare branch. guys, welcome. >> thank you. >> colonel he can value, let me start with you but i want to kind of go around the table to get everybody's quick update on ew threats are that your services are facing and what you are doing them to prepare for the future. >> thanks, vag go. appreciate you tak
ew has quietly become a priority as pentagon leaders prepare for future conflict and russia, china, and other nation states improve their ew capabilities. u.s. forces depend on vast networks for intelligence, strikes, navigation and logistics, and leaders realize that any smart enemy will attack these systems in any conflict to handicap american forces. among the changes to bert protect forces has been to merge cyber and ew operations which are intimately intertwined. joining us are the four...
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Feb 18, 2013
02/13
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CNBC
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. >> she says that's because of the way truffles in china are farmed. unlike in france, where dogs smell when a truffle is ripe, the chinese rake at the earth with no dogs, as a cbs news producer in china discovered, and harvest the truffles the minute they find them. which explains why, while the two truffles look the same, the price is drastically different. >> prices of winter truffles is about $1,000 a pound. a pound of chinese, maybe $20, $30. there are many people, bad people, who mix them. so maybe they put 30% of chinese, 70% of-- >> and they think you won't see it? [chuckles] on the day we were at the urbani factory, sorters found a number of chinese truffles mixed in with that day's purchases. they were separated out into specially marked red baskets. more and more, chinese truffles are slipped in with the good french or italian strains. experts say it's like cutting flour into cocaine. but look, your own farmers around here, or your own middlemen, are putting the chinese... >> yes. >> in with your truffles. you're telling us you have to be on
. >> she says that's because of the way truffles in china are farmed. unlike in france, where dogs smell when a truffle is ripe, the chinese rake at the earth with no dogs, as a cbs news producer in china discovered, and harvest the truffles the minute they find them. which explains why, while the two truffles look the same, the price is drastically different. >> prices of winter truffles is about $1,000 a pound. a pound of chinese, maybe $20, $30. there are many people, bad people,...
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Feb 21, 2013
02/13
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FOXNEWS
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the hybrid car maker if is kerr may be sold to china. let's go to diane macedo from the fox business network who has more. >> tsz reportedly ready to take ore if fisker automotive. to the tune of 530 million. if is ker fiskers made batterie which was government funded and bought by a chinese firm. they are voicing concerns that the government continues to make bad investments while u.s. taxpayers lose out chinese companies are reaping the benefit. he said yesterday like a 1, 2, 3 it looks flieshg example of taxpayer dollars going to a failed experiment. taxpayer subsidies should not be sold off to chien nall. fisker says the bidding process is open and they are evaluating multiple proposals from all over the world. the energy department spokesman says the loans strip the conditions to protect taxpayers and the department is working with fiskers to reduce cars and slow workers here in america. fisker owes the federal government $200 million. >>> coming up one of america's favorite breakfast cereals being pulled from store shelves because
the hybrid car maker if is kerr may be sold to china. let's go to diane macedo from the fox business network who has more. >> tsz reportedly ready to take ore if fisker automotive. to the tune of 530 million. if is ker fiskers made batterie which was government funded and bought by a chinese firm. they are voicing concerns that the government continues to make bad investments while u.s. taxpayers lose out chinese companies are reaping the benefit. he said yesterday like a 1, 2, 3 it looks...
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195
Feb 28, 2013
02/13
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CNBC
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they aren't as strong as they could be later this year if china keeps improving as we heard from joy global, competitor to c.a.t. i think china will get better, caterpillar could easily head back to 116 where it was last year before we heard they weakened. the story makes a ton of sense, don't look for c.a.t. to hold the dow back. next up, frank blank's home depot. that stock's responsible for the third biggest gain in the dow rallying nearly 276% for the bottom or 320% with the dividends. blake reinvented home depot or brought it back to its roots. in fact, we are only just now beginning to see the tail wind of the housing recovery impact home depot's earnings. boosting dividend, buying back stock like crazy. and i think it's just getting started which is why my charitable trust has such a big position in home depot. if we're only in the first inning of the housing recovery, as i think, building just 1 million homes this year when we might as well need 2 million, that's how -- there's a lot of demand. home depot has much more room to run. disney's the fourth contributor rising 250%
they aren't as strong as they could be later this year if china keeps improving as we heard from joy global, competitor to c.a.t. i think china will get better, caterpillar could easily head back to 116 where it was last year before we heard they weakened. the story makes a ton of sense, don't look for c.a.t. to hold the dow back. next up, frank blank's home depot. that stock's responsible for the third biggest gain in the dow rallying nearly 276% for the bottom or 320% with the dividends....
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51
Feb 12, 2013
02/13
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CNBC
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and you look at china and the european sales and weakness not that it's not expected but maybe a little more weakness than folks anticipated. i actually prefer pepsi over coke right now if you want to do the challenge and like the yield in pepsi as well. >>> at the goldman sachs internet conference, ebay ceo donahoe is wrap ugh up. this is one of your largest holdings. >> ebay, their growth is actually accelerating. >> you look at the number of users using the market platform that's ebb sk accelerating. look at the number of users on payment platform accelerating and revenue accelerating qe-3 to q4. the nice thing they're doing i like the name, they're enabling a lot of merchants to get onto the internet and helping them with that process. if you believe it the papal offline opportunity could be big in the future. i'm not as big a believer on that but could happen in the future. >> what do you see right now at ebay? >> i think when it comes to payments, they're doing interesting things with offline. i'm concerned about the traction. i use papal and the reason to lay out papal opposed to
and you look at china and the european sales and weakness not that it's not expected but maybe a little more weakness than folks anticipated. i actually prefer pepsi over coke right now if you want to do the challenge and like the yield in pepsi as well. >>> at the goldman sachs internet conference, ebay ceo donahoe is wrap ugh up. this is one of your largest holdings. >> ebay, their growth is actually accelerating. >> you look at the number of users using the market...
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316
Feb 19, 2013
02/13
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CNBC
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eye 316
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he's doing unbelievable things in china. >> indiana is where china was ten years ago. and look at the population in ind india. beef is a restricted product for spiritual, religious reasons. so you've got great market opportunity there. and india is becoming a rapidly developing country. so -- >> chicken you mean. >> this guy has put to the a superb management team, if you look at taco bell he has a new product. last year they had this taco selling like hotcakes and not cannibalizing the basic taco they have on the menu. so, look, i think yum brands, i've owned it for 15 years, it's the best stock i've owned in those 15 years. >> really? >> oh, yeah, it's gone from 2, 64 so the $250 from 97 till now that ain't bad. >> i would invest in any, you know, mexican foodmaker. previous, i would meet it three meals a day. >> eli lilly, i think -- >> not what i'm -- >> not the refried beans. >> they don't like me. you know that. >> i know. >> eli lilly is challenged. i they they're doing a magnificent job of navigating it through the cliff, so to speak. i believe when you spend $
he's doing unbelievable things in china. >> indiana is where china was ten years ago. and look at the population in ind india. beef is a restricted product for spiritual, religious reasons. so you've got great market opportunity there. and india is becoming a rapidly developing country. so -- >> chicken you mean. >> this guy has put to the a superb management team, if you look at taco bell he has a new product. last year they had this taco selling like hotcakes and not...